If you are changing to a new financial or ERP system like Microsoft Dynamics 365/AX from a legacy system, migrating financial balances will be mandatory—and complicated. It is a very serious undertaking and the last thing you want is to start…

Need to run classic reports on a new version of Dynamics NAV? Or continue to use the handy C/SIDE reporting tool? Want an easy tool to build and modify reports? ForNAV makes it happen and we’ve provided an overview and benefits and about ForNAV…

Western Computer has a world-class ERP implementation team that has led more than 500 business transformations. We don’t just guide you through the process—we help you welcome the transition as a valuable investment in the future. Here…

If you use approval workflows in your organization, there’s a new Specific Approver workflow in Microsoft Dynamics NAV 2017 you’re going to love! Read on for a step-by-step walkthrough on how to use this helpful new feature for more…

The world of technology is constantly moving forward, leaving businesses with a feast of new opportunities to increase their efficiency, delight their customers, and expand to new markets. Microsoft Dynamics NAV is different today than it was ten…

If your company is considering moving to the cloud, it’s headed in the right direction. About 90% of companies have made the switch, and some experts say all companies will need to be cloud-based by 2020. Your company is probably already using…

In today’s information-based economy, businesses that succeed know that their most valuable resource isn’t their inventory, it’s their data. Despite this, 58% of small businesses are not prepared for a data loss. With the physical…

There’s no doubt about it, ERP implementations can be highly complex and full of risks. Choosing and deploying the right technology solutions requires a lot of strategies, planning, time and expertise.

We’ve all heard plenty of stories about enterprise resource planning (ERP) implementations going south and the time and money it takes to fix mistakes after the fact. It’s enough to make any you pause before moving forward with a…

Technology alone can’t deliver business success. In fact, you might not even know how vital your implementation partner can and should be to your entire business strategy and success. Whether you’ve worked with your partner for years, or…

Today, businesses are becoming more aware than ever of their impact on the world around them. We’re proud to support Microsoft in their initiatives to enable a sustainable future and we are thrilled that many of our clients are also taking…

Inevitably, variances will occur in inventory value during cycle count. That is really the whole point of the cycle count. These variances will need to be reviewed and processed for the new values to be accounted for in the inventory…

When utilizing the cycle count functionality discussed in Part I, the Dynamics 365 for Finance and Operations Warehousing App must be used to execute actual cycle counts. In Part I, we discussed how to create the cycle count work. …

Dynamics 365 for Finance and Operations (D365FO) offers a variety of options that can be used in managing inventory counting. As with any function within a business, a direction or strategy is the first step in creating and managing a…

Implementing business technology can be challenging for everyone, so we’re giving you an opportunity at the Dynamics Communities’ Summit 2017 in Nashville to hear from real customers who will share lessons learned from their real-world…

As part of our continued commitment to help Microsoft Dynamics NAV users fulfill their BI and reporting needs, our expert consultants are excited to announce a new Jet Professional for Dynamics NAV training series. Each session is just 30 minutes and…

There are a variety of costing methods to choose from in Microsoft Dynamics NAV. Depending on the chosen procedure, a costing practice will determine if a budgeted or actual value is used in the cost calculation and it will impact how the cost flow…

Where will you be October 10th-13th 2017? We are a proud Platinum Sponsor of NAVUG Summit Nashville and an Exhibitor at D365UG/AXUG Summit Nashville, two of the most dynamic conferences in the industry.

Deciding to implement an electronic document interchange (EDI) solution requires investment. Whether you’re replacing an existing EDI system or evaluating EDI for the first time, here are a few things you should consider...

Dynamics 356 for Operations offers the flexibility to manage outbound warehouse processes from the most basic order and ship processes to the most complex load planning requirements. D365O uses a variety of concepts that allows this flexibility…

As stated in Part 1, Dynamics 356 for Operations offers the flexibility to manage outbound warehouse processes from the most basic order and ship processes to the most complex load planning requirements. D365O uses a variety of concepts that…

Dynamics 356 for Operations offers the flexibility to manage outbound warehouse processes from the most basic order and ship processes to the most complex load planning requirements. D365O uses a variety of concepts that allow this flexibility…

Some Microsoft Dynamics ERP users are reporting that they use less than 70% of the features in their Dynamics ERP solutions. Since ROI is calculated on the total cost and maintenance of the software that you purchased, not on what you are…

You’ve hired skilled experts to manage operations from the front office to the back warehouse. Each of your leaders needs data to improve performance, optimize operations and proactively solve problems or identify exceptions early on. Arm your…

It’s not uncommon to see businesses using a variety of disparate specialty systems and elaborate spreadsheets, particularly in industries like manufacturing, distribution and internet retail. There is a lot of valuable information being…

The right product information management (PIM) system provides simplicity; however, deciding to invest in PIM remains a complex decision. Where do you start when evaluating PIM options and will the investment deliver a solid return on investment?…

Dynamics CRM has been accessible via mobile apps for some time, but the accessibility of ERP through mobile apps has understandably been a bit slower. Now, Dynamics 365 for Operations combines these applications for a full-service solution.

Like many retail businesses, an enterprise resource planning (ERP) solution offers a solid foundation for managing business operations. You’ve also tapped into the world of eCommerce, but the systems in place aren’t as efficient or…

Competition in the distribution industry is increasing, customers have high expectations and supply chains are getting complicated. In this digital era, distributors must have access to reliable data in order to respond faster to changing…

By now, it is likely that you have heard that the US Department of Labor passed a rule that proposed to make millions of workers subject to overtime pay last year. The rule, which was to be in force as of Dec 1, 2016, states that employees earning a…

With Microsoft Dynamics NAV 2017, you can use events to design the application to react to specific actions or behavior that occur, enabling you to separate customized functionality from the application business logic. Using events where…

Every year in roughly the late October/November time frame, Microsoft releases a new Microsoft Dynamics NAV version. Each year partners and customers ooh and ahh over the new changes which could range from technical changes to additional…

There is something fascinating about seeing machines do the work traditionally done by humans. This past fall at Summit (NAVUG and AXUG), our team setup a robot to demonstrate a pick and stage inventory scenario inside the Western…

Statistics on loyalty programs show that the typical household enrolls in approximately 18 different rewards programs. Airlines, hotels, restaurants, pharmacies and even luxury spas use the power of rewards for repeat business. Adding a loyalty…

Imagine this. You create a great promotion for your rental customers, so you blast out an email to your customer list. Sounds good, right? However, what happens when your Professional Contractor on the list receives an offer to rent a champagne…

You have probably noticed that Millennials are different from any other group you have worked with before. Ever-so-smart and eager to rise to the top, millennials between the age of 18-34 have cut their teeth on tablets and technology, and have an…

Two-thousand and seventeen is in full force, and it’s time to organize your New Year's resolutions for 2017. With that being said, what promises are you going to hold yourself to? From something simple like daily gestures of kindness to…

As we close in on the end of 2016 and start preparing for 2017, timing is everything. I’ve noticed an important timing trend while working with our Microsoft Dynamics existing customers over the past few months.

It wasn't long ago that getting on a plane was the "dead zone." Cut off from the Internet and untethered from those rapid-fire urgent emails. I felt like sitting in row 6 (or row 1 if I was lucky enough to get an upgrade) was like being…

If you run an older version of Dynamics NAV and have been putting off an ERP upgrade—or if you run NAV 2016 and wonder if it’s worth the effort to upgrade to the new version, take a look at NAV 2017. With the latest release, Microsoft not…

Connecting one platform with multiple applications and functions is critical in business life and personal affairs. Let’s take the cell phone for example. The earlier models were used for one function, and one function only; phone calls.

Cloud Computing is no longer something just talked about among “techies.” What used to be a buzzword has now become a fully accepted concept used by the mainstream. Non-technical folks are regularly using the cloud to do their banking,…

In this blog, we will go over the setup for the second method – Centralized Payments. Although these blogs primarily discuss multi-company vendor payments, the same functionality and setup apply for configuring multi-company customer…

Are you a Microsoft Dynamics NAV user? Have you considered moving to the Cloud? Cloud deployment is no longer considered faddish; it surely is here to stay, and for a good reason. Proponents of the Cloud cite its flexibility, ease of access, lower…

As we discussed in previous blog Multi-Company Customer and Vendor Payments Part 1, there are two main tools available in Microsoft Dynamics AX to handle vendor payments and customer receipts across multiple companies – using Intercompany…

Many of our clients have multiple companies which buy from the same vendors and/or sell to the same customers. If this describes your company and you want to a) streamline your cash receipts and disbursements processing and b) optimize…

Commute included, you likely spend over ten hours per day working and preparing for work. While we all strive for the right work/life balance, often times work becomes life. Luckily, there are numerous technological advances that are emerging to…

If you’re like many of our clients, cash flow is a top priority. Making sure that receivables get collected and cash keeps flowing in is very important. And most companies don’t have an adequate number of collections folks to…

ERP stands for Enterprise Resource Planning, a term that refers to many business management practices. Microsoft Dynamics products are most commonly associated with ERP because of their reputation for optimizing, organizing and expediting projects…